Planhat

An overview of the different ways you can use AI within Planhat, to gain insights and save time

AI overview

A three-step strategy to implement AI functionality

Get started with AI

How to use Writing Assistant and Conversation Summary - native Planhat AI features

Planhat AI: Writing Assistant and Conversation Summary

Planhat can analyze your Conversations, and automatically classify them by sentiment and category

Planhat AI: Conversational AI, Sentiment and Category

Use AI steps in Custom Automations to leverage LLMs

"Use AI" steps in Automations

This article describes AI credits and permissions relating to AI features

Planhat AI: Credits and Permissions

Steps to link OpenAI's ChatGPT to Planhat, via a Planhat OAuth Client and the Planhat MCP server

How to connect ChatGPT to Planhat, using OAuth and Planhat's MCP server

Steps to link Anthropic's Claude to Planhat, via a Planhat OAuth Client and the Planhat MCP server

How to connect Claude to Planhat, using OAuth and Planhat's MCP server

FAQs and error messages related to ChatGPT and Claude connections

MCP and OAuth Clients - Q&A and troubleshooting

How to connect Planhat to your own external AI account, and use that connection in Planhat Automations

Planhat AI connections (for Automations)

Julia Sommarlund

Carly Hammond

Learn how Planhat's AI functionality can increase your efficiency

Developer Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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